- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Quant Fund vs Quant ESG Equity Fund Regular compare
Tata Quant Fund-Regular Plan-Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹66 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Jan 2020 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 100 ESG TRI |
| Turn Over | 349.61% | % |
| Expense Ratio | 2.4 | 2.42 |
| Manager | Sailesh Jain | Sanjeev Sharma |
| ISIN Code | INF277K016Y9 | INF966L01AB8 |
| Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -100% | -3.42% |
| 6 Month | -100% | 7.17% |
| 1 Year | -100% | -14.84% |
| 3 Year | -100% | 15.21% |
| 5 Year | -100% | - |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -4.23% | -0.98% |
| 1 Year | -11.46% | -8.26% |
| 3 Year | 10.52% | 9.51% |
| 5 Year | 11.18% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.45% | 21.51% |
| 3 Year | 13.52% | 27.16% |
| 5 Year | 13.06% | - |
Risk Management
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.21% | 18.756% |
| Sharp | 0.361% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
Fund Managers
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Sanjeev Sharma |
| Total AUM | ₹17041 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Tata Quant Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 17.05 |
| Large Cap | 50.12 | 56.62 |
| Mid Cap | 43.8 | 6.37 |
| Small Cap | - | 19.96 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 6.08 | 13.28 |
| Industrials | 4.37 | - |
| Financial Services | 30.79 | 30.3 |
| Basic Materials | 16.68 | - |
| Consumer Cyclical | 4.12 | 12.42 |
| Technology | 18.74 | 6.68 |
| Utilities | 6.66 | 12.75 |
| Energy | 0.8 | 0.44 |
| Healthcare | 7.47 | 6.37 |
| Communication Services | 4.29 | - |
| Real Estate | - | 9.51 |
| Consumer Defensive | - | 8.25 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns18.5%
Kotak Large Cap Fund - Growth
3Y Returns15.23%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns23.28%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns13.14%
Franklin India Large & Mid Cap Fund - Growth Plan
3Y Returns16.79%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns20.94%
Invesco India Midcap Fund - Growth Option
3Y Returns29.21%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns28.93%
